MMC — MARSH & MCLENNAN COS INC

Ownership history in ACCESS FINANCIAL SERVICES, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. reported a position in MARSH & MCLENNAN COS INC (MMC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.67% (2025 Q1)
Avg. % of fund
0.54%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,986 -2,070 -29.3% 0.36% $1.0M $199.62
2025 Q2 ADDED 7,056 +186 +2.7% 0.58% $1.5M $215.63
2025 Q1 ADDED 6,870 +1,114 +19.4% 0.67% $1.7M $239.87
2024 Q4 INITIATED 5,756 — — 0.54% $1.2M $208.01
% of Fund (quarterly)    MMC price (monthly, adj. close)

Other funds also holding MMC

As of 2025 Q4 — sorted by position size

Navera Investment Management Ltd. 3Y 6.87% NEW VERNON INVESTMENT MANAGEMENT LLC 3Y 7Y 6.22% Cryder Capital Partners LLP 3Y 7Y 5.24% CINCINNATI INDEMNITY CO 3Y 7Y 4.93% AKO CAPITAL LLP 3Y 7Y 4.19% Mawer Investment Management Ltd. 3Y 7Y 4.06% Waverton Investment Management Ltd 3Y 7Y 4.05% Longview Partners (Guernsey) LTD 3Y 7Y 3.91% London & Capital Asset Management Ltd 3Y 7Y 3.65% Walter Public Investments Inc. 3Y 3.51%
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